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Fig Tree Fund Dated November 30 2015

Russell B Newton Iii Ttee
  • Jacksonville, FL
  • Tax-exempt since Jan. 2017
  • EIN: 81-0802820

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$3.12M (2024)

Expenses
$509k (2024)

Total Assets
$7.27M (2024)

Total Liabilities
$11.8k (2024)

Source: Form 990 tax filings from 2016 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,124,849
Expenses
$508,720
Net Income
$2,616,129
Net Assets
$7,254,462
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,000,000
64.0%
Interest Revenue $0
Dividends $109,042
3.5%
Sales of Assets $1,015,807
32.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $401,261
78.9%
Compensation of Officers* $75,000
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,266,298
Total Liabilities $11,836
Net Assets $7,254,462
Compensation
Key Employees and Officers Compensation Other
Katherine E S Newton (Manager / Trustee) $75,000 $0
Katherine E S Newton (Manager / Trustee) $75,000 $0
Russell B Newton Iii (Trustee) $0 $0
Katherine S Newton (Trustee) $0 $0
Julie Newton Phillips (Trustee) $0 $0
Russell B Newton Iv (Trustee) $0 $0
Dreama Vaughan (Trustee) $0 $0
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Document Links

990-PF
Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$258,568
Expenses
$517,207
Net Income
-$258,639
Net Assets
$4,638,333
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $66,585
25.8%
Sales of Assets $191,983
74.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $434,731
84.1%
Compensation of Officers* $75,000
14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,638,333
Total Liabilities $0
Net Assets $4,638,333
Compensation
Key Employees and Officers Compensation Other
Katherine E S Newton (Manager / Trustee) $75,000 $0
Katherine E S Newton (Manager / Trustee) $75,000 $0
Russell B Newton Iii (Trustee) $0 $0
Katherine S Newton (Trustee) $0 $0
Julie Newton Phillips (Trustee) $0 $0
Russell B Newton Iv (Trustee) $0 $0
Dreama Vaughan (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on April 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$269,155
Expenses
$508,297
Net Income
-$239,142
Net Assets
$4,896,972
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $67,816
25.2%
Sales of Assets $201,339
74.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $434,180
85.4%
Compensation of Officers* $75,000
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,896,972
Total Liabilities $0
Net Assets $4,896,972
Compensation
Key Employees and Officers Compensation Other
Katherine E S Newton (Manager / Trustee) $75,000 $0
Katherine E S Newton (Manager / Trustee) $75,000 $0
Russell B Newton Iii (Trustee) $0 $0
Katherine S Newton (Trustee) $0 $0
Julie Newton Phillips (Trustee) $0 $0
Russell B Newton Iv (Trustee) $0 $0
Dreama Vaughan (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$547,999
Expenses
$438,135
Net Income
$109,864
Net Assets
$5,136,114
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $122,711
22.4%
Sales of Assets $425,288
77.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $353,351
80.6%
Compensation of Officers* $75,000
17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,139,056
Total Liabilities $2,942
Net Assets $5,136,114
Compensation
Key Employees and Officers Compensation Other
Katherine E S Newton (Manager / Trustee) $75,000 $0
Katherine E S Newton (Manager / Trustee) $75,000 $0
Russell B Newton Iii (Trustee) $0 $0
Katherine S Newton (Trustee) $0 $0
Julie Newton Phillips (Trustee) $0 $0
Russell B Newton Iv (Trustee) $0 $0
Dreama Vaughan (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$266,493
Expenses
$373,936
Net Income
-$107,443
Net Assets
$5,026,250
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $55,476
20.8%
Sales of Assets $211,017
79.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $314,253
84.0%
Compensation of Officers* $75,000
20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,028,161
Total Liabilities $1,911
Net Assets $5,026,250
Compensation
Key Employees and Officers Compensation Other
Katherine E S Newton (Manager / Trustee) $75,000 $0
Katherine E S Newton (Manager / Trustee) $75,000 $0
Russell B Newton Iii (Trustee) $0 $0
Katherine S Newton (Trustee) $0 $0
Julie Newton Phillips (Trustee) $0 $0
Russell B Newton Iv (Trustee) $0 $0
Dreama Vaughan (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$650,213
Expenses
$349,904
Net Income
$300,309
Net Assets
$5,133,692
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,801
6.6%
Sales of Assets $607,412
93.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $296,148
84.6%
Compensation of Officers* $75,000
21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,133,693
Total Liabilities $1
Net Assets $5,133,692
Compensation
Key Employees and Officers Compensation Other
Katherine E S Newton (Manager / Trustee) $75,000 $0
Katherine E S Newton (Manager / Trustee) $75,000 $0
Russell B Newton Iii (Trustee) $0 $0
Katherine S Newton (Trustee) $0 $0
Julie Newton Phillips (Trustee) $0 $0
Russell B Newton Iv (Trustee) $0 $0
Dreama Vaughan (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$178,172
Expenses
$319,757
Net Income
-$141,585
Net Assets
$4,833,384
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,883
1.1%
Dividends $28,132
15.8%
Sales of Assets $148,157
83.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $269,078
84.2%
Compensation of Officers* $75,000
23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,890,384
Total Liabilities $57,000
Net Assets $4,833,384
Compensation
Key Employees and Officers Compensation Other
Katherine E S Newton (Manager / Trustee) $75,000 $0
Katherine E S Newton (Manager / Trustee) $75,000 $0
Russell B Newton Iii (Trustee) $0 $0
Katherine S Newton (Trustee) $0 $0
Julie Newton Phillips (Trustee) $0 $0
Russell B Newton Iv (Trustee) $0 $0
Dreama Vaughan (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$170,000
Expenses
$314,528
Net Income
-$144,528
Net Assets
$4,974,969
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,062
0.6%
Dividends $24,939
14.7%
Sales of Assets $143,999
84.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $258,496
82.2%
Compensation of Officers* $75,000
23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,975,896
Total Liabilities $927
Net Assets $4,974,969
Compensation
Key Employees and Officers Compensation Other
Katherine E S Newton (Manager / Trustee) $75,000 $0
Katherine E S Newton (Manager / Trustee) $75,000 $0
Russell B Newton Iii (Trustee) $0 $0
Katherine S Newton (Trustee) $0 $0
Julie Newton Phillips (Trustee) $0 $0
Russell B Newton Iv (Trustee) $0 $0
Dreama Vaughan (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,231,591
Expenses
$112,094
Net Income
$5,119,497
Net Assets
$5,119,497
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,000,000
95.6%
Interest Revenue $93
0.0%
Dividends $15,530
0.3%
Sales of Assets $215,968
4.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,997
74.9%
Compensation of Officers* $68,750
61.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,120,481
Total Liabilities $984
Net Assets $5,119,497
Compensation
Key Employees and Officers Compensation Other
Katherine E S Newton (Manager / Trustee) $68,750 $0
Katherine E S Newton (Manager / Trustee) $68,750 $0
Russell B Newton Iii (Trustee) $0 $0
Katherine S Newton (Trustee) $0 $0
Julie Newton Phillips (Trustee) $0 $0
Russell B Newton Iv (Trustee) $0 $0
Dreama Vaughan (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on June 7, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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